Carret Asset Management's investment strategy is based on the conviction that diversification,
not only among asset classes, but within asset classes – is essential to preserving and enhancing wealth.

Carret offers eight distinct active strategies, each representing a different investment opportunity:

Separately Managed Accounts
   Municipal Fixed Income
   Taxable Fixed Income
   Opportunity Fixed Income
   Enhanced Cash
   Leverage Opportunity Fixed Income
   Large Cap Equity
   Custom Balanced

Mutual Funds
   Carret Kansas Tax-Exempt Bond Fund

  • Carret Insights
    July 2022

    Carret Credit Insights